Real Estate Mobility – Mobile Offices for Real Estate

One of the things we must do in just about any online office, is to get data into and out of the system for various purposes.  One of these is to get customer lead information into our system from a variety of sources.  Of course, there’s getting that lead from a web form and typing in the customer name, email and other data they provide…but is there a faster and easier way?

I’ve tested the little known Google Forms function in Google Documents.  It’s great, because it allows you to build a custom form, then gives you the code to embed it into your website or blog.  This is something many services do, but this one is free, and it also does something else that helps me to get the information into my WebEx WebOffice databases with just a few clicks and no typing.

The Google Forms application saves the form input into a spreadsheet.  So, you design your form fields to correspond with certain fields in the Customer Relations Database in WebOffice.  Once new forms are submitted, they are automatically in a spreadsheet in Google Docs, and you are informed via email.

All you do is save that spreadsheet data file as a .csv (comma delimited) file onto your hard drive, then import it into your custom WebOffice database.  That’s maybe six or so total mouse clicks, and you can move in tons of data all at once.